KJWM
VXF icon

Kiley Juergens Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

Kiley Juergens Wealth Management’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-85
Closed -$10K – 651
2018
Q3 		$10K Buy
+85
New +$10.4K 0.01% 471

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Kiley Juergens Wealth Management's VXF Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Vanguard Extended Market ETF (VXF) in Q4 2018, closing a stake of 85 shares — an estimated $10K sold.

Kiley Juergens Wealth Management first reported a position in VXF in Q3 2018 and held it in 1 quarter. The position peaked at $10K in Q3 2018. 346 funds tracked by Wall St. Rank hold VXF as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Vanguard Extended Market ETF position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 85 Vanguard Extended Market ETF shares in Q4 2018, an estimated $10K.
  • Kiley Juergens Wealth Management first reported a position in Vanguard Extended Market ETF in Q3 2018 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Vanguard Extended Market ETF position peaked at $10K in Q3 2018.
  • 346 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.